Insider Trading March 19, 2026

Silvaco Director Disposes of $2.02M in Stock Across Three Trades

Katherine S. Ngai-Pesic sold 950,000 shares between June and November 2025 as company posts mixed quarterly results

By Maya Rios SVCO
Silvaco Director Disposes of $2.02M in Stock Across Three Trades
SVCO

Katherine S. Ngai-Pesic, a director and 10% owner of Silvaco Group, Inc. (NASDAQ:SVCO), reported the sale of common stock totaling $2,015,570 in three transactions between June and November 2025. The transactions were disclosed on an SEC Form 4 and occurred amid a sharp rise in SVCO's share price and a recent quarterly earnings miss for fiscal 2025.

Key Points

  • Katherine S. Ngai-Pesic, a director and 10% owner of Silvaco, sold a total of 950,000 shares across three transactions between June and November 2025, generating $2,015,570 in proceeds.
  • Silvaco's shares have risen sharply, trading at $6.39 and showing a 93.64% return over the past week and a 57.78% gain year-to-date; valuation commentary indicates the stock is above its Fair Value.
  • Silvaco’s Q4 FY2025 results included an EPS miss (-$0.03 versus $0.11 expected) and revenue of $18.3 million in line with guidance; Needham reiterated a Buy rating with a $10.00 target, citing mixed segment performance.

Director sells nearly one million shares

Katherine S. Ngai-Pesic, who serves on Silvaco Group, Inc.'s board and holds a 10% ownership stake, reported selling a combined $2,015,570 of company common stock in multiple transactions made between June 2025 and November 2025, according to a Form 4 filed with the Securities and Exchange Commission.

Transaction breakdown

  • 250,000 shares sold on June 26, 2025;
  • 300,000 shares sold on September 16, 2025;
  • 400,000 shares sold on November 25, 2025.

The reported sale prices for these trades ranged from $1.9988 to $2.2585 per share, producing total proceeds of $2,015,570.

Market context

These insider dispositions occurred as Silvaco's stock experienced a sharp upward move. The shares are trading at $6.39, roughly 3% below the 52-week high of $6.57. Data cited in the company overview indicates a 93.64% return over the past week and a 57.78% gain year-to-date.

That same analysis flags the stock as trading above its Fair Value, as noted in available ProTips and research commentary provided through the referenced data service.

Subsequent award and acquisition

In addition to the sales, Ngai-Pesic acquired 3,259 shares on March 17, 2026. Those shares were issued in lieu of a quarterly cash retainer and were recorded with a value of $0 in the filing.

Company earnings and analyst view

Silvaco reported fourth-quarter fiscal 2025 results that included an earnings-per-share shortfall. The company posted EPS of -$0.03 versus an expected $0.11, representing a 127.27% negative surprise. Revenue for the quarter was $18.3 million, which matched the company’s guidance.

Needham maintained a Buy rating on Silvaco with a $10.00 price target, highlighting strong performance in the IP and TCAD units while noting a decline in the EDA segment. Taken together, the insider transactions and the latest results portray a mixed picture of company performance during the period.


Note: Transaction and performance figures are drawn from the issuer's SEC filing and the financial data cited in the company overview.

Risks

  • The company's negative EPS surprise of 127.27% introduces uncertainty about near-term profitability and could affect investor confidence in the technology and EDA sectors.
  • Insider sales of nearly one million shares during a period of strong stock price appreciation may raise questions about insider liquidity needs or timing, which can influence market perception of the stock.
  • Valuation commentary indicating the stock is above its Fair Value highlights the risk that recent price gains may outpace fundamentals, posing downside risk if expectations recalibrate.

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